Jessica Marie Sowers

Mason Roach is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining OSAIC, he worked at The Bank of Romney, US Cellular/ANW Wireless, and Kroger. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating through a hybrid adviser/broker-dealer model.

Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 9 years of industry experience. He has worked at Avantax Advisory Services and operates his own CPA firm focused on business management, tax preparation, bookkeeping, and general accounting. Carlin is also involved in his local community as a member of the Rotary Club of Romney, West Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Michael Freiman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the boards of the Field of Firsts Foundation and the University of Maryland College Park Foundation, participating actively in their investment committees. He is also involved with Zuma4Productions, a commercial, music video, and film production company. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Rodney Barker is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. He has been with LPL Financial since 2002, following a brief period at National Planning Corporation. Outside of advising, he provides notary services without accepting fees and is involved in selling fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives using various investment strategies and support tools.